Giving to a loved one or charity can be one of life's greatest joys. But when it comes to gifting, there are some key issues, including potential tax implications, that you'll want to keep in mind …

To navigate the federal gift tax, most people leverage exemptions. One is the annual gift tax exclusion, also known as the gift tax limit, a set dollar amount adjusted yearly for inflation....

Find common questions and answers about gift taxes, including what is considered a gift, which gifts are taxable and which are not and who pays the gift tax.

If the value of the transfer exceeds the annual gift limit, you may need to file a gift tax return (but not necessarily pay taxes unless you exceed your lifetime gifting limit).

Jan 22, 2026 · Here’s what you need to know about the new tax rules for giving money to kids or grandkids. The good news: Neither you, nor your beneficiaries, have to pay taxes on most gifts.

Jul 2, 2025 · Learn the rules on gifting money to family, including tax limits, lifetime exclusions, Form 709 reporting, and exceptions for tuition or medical bills.

Apr 24, 2025 · Discover the essential rules on gifting money to family members, including tax implications and exemptions, to ensure a tax-free transfer of wealth.

Dec 10, 2024 · This article will explore how gifting works, the current landscape of gift tax rules under the Tax Cuts and Jobs Act (TCJA), and the impending changes after the TCJA’s …

Jan 28, 2026 · Tax-Free Gifting in 2026: What Financial Givers Should Know Kyle Svetlik, CFP® Partner If you’re considering giving a financial gift — whether paying private school tuition, …

Dec 2, 2025 · Learn how gifting money to family affects your taxes, estate plan, and financial future—and how to help avoid costly mistakes when generosity meets complexity.